Business Succession

Create a smooth transition plan for any business in the event an owner sells, retires, or dies.

Employee Retention

Retain your best people by offering future incentives in the form of additional retirement income and a substantial benefit to their family should they die prematurely.

Here are some of the business planning concepts:

  • Buy/Sell
  • Executive Bonus
  • Split Dollar
  • Non-Qualified Deferred Compensation
  • Disability Insurance